In the Eligibility tab of Engagement Setup > Surveys, you enter the criteria that determines employee eligibility to participate in the engagement survey.
The eligibility you configure in this tab is used to generate the organization structure in the Organization tab. See Edit the Organization Structure for Surveys.
To configure eligibility, select the criteria in the provided eligibility fields. Optionally, you can use the fields in the Auto Add Employees section of the Eligibility tab to invite employees to take the survey based on their onboarding date, tenure, or termination date.
When the survey is in the Open status, employees who meet the criteria in the Auto Add Employees section and the Eligibility section are automatically sent an invitation to take the survey.
For example, the eligibility can be set to send the survey only to newly onboarded employees who live in Canada.
Before You Begin: You can configure a maximum of five open or scheduled surveys with the Auto Add Employees option.
To configure a survey to auto-add employees:
- Go to Engagement Setup > Surveys.
- In the Eligibility tab, select the Auto Add Employees checkbox.
- Use one or all of the following fields to specify the criteria for auto-adding employees to the survey:
- Onboarded Date
- Tenure
- Termination Date
- Note: These fields are only enabled when the Auto Add Employees checkbox is selected.
- Click Save.